PAIM
VNQ icon

Punch & Associates Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Punch & Associates Investment Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– – – 168
2024
Q3 		– Hold
0
– – – 169
2024
Q2 		– Hold
0
– – – 175
2024
Q1 		– Sell
-105
Closed -$8.97K – 176
2023
Q4 		$9.28K Buy
105
+10
+11% +$793 ﹤0.01% 227
2023
Q3 		$7.19K Hold
95
– – ﹤0.01% 228
2023
Q2 		$7.94K Hold
95
– – ﹤0.01% 230
2023
Q1 		$7.89K Hold
95
– – ﹤0.01% 226
2022
Q4 		$7.84K Hold
95
– – ﹤0.01% 220
2022
Q3 		$8K Hold
95
– – ﹤0.01% 218
2022
Q2 		$9K Sell
95
-235
-71% -$23.4K ﹤0.01% 230
2022
Q1 		$36K Buy
330
+235
+247% +$24.9K ﹤0.01% 227
2021
Q4 		$11K Hold
95
– – ﹤0.01% 238
2021
Q3 		$10K Hold
95
– – ﹤0.01% 236
2021
Q2 		$10K Buy
+95
New +$9.42K ﹤0.01% 242

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Punch & Associates Investment Management's VNQ Position: Q4 2024 in Review

Punch & Associates Investment Management held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2024 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Punch & Associates Investment Management first reported a position in VNQ in Q2 2021 and has held it in 11 quarters since. The position peaked at $36K in Q1 2022. 1,736 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Punch & Associates Investment Management held 0 shares of Vanguard Real Estate ETF worth $10 as of Q4 2024.
  • Punch & Associates Investment Management left its Vanguard Real Estate ETF share count unchanged in Q4 2024.
  • Vanguard Real Estate ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q4 2024, its #168 holding.
  • Punch & Associates Investment Management first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 11 quarters since.
  • Punch & Associates Investment Management's Vanguard Real Estate ETF position peaked at $36K in Q1 2022.
  • 1,736 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Punch & Associates Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.